-29.8%
DHR vs ENPH
-77.4%
+47.6%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.5% | -2.1% |
| 7D | -5.0% | +1.5% | -6.5% | -5.2% |
| 30D | -3.3% | -12.9% | +9.5% | -2.2% |
| 3M | +9.4% | -27.1% | +36.5% | +12.1% |
| 6M | +3.2% | -15.4% | +18.6% | +2.6% |
| YTD | -12.0% | +15.0% | -27.0% | -16.6% |
| 1Y | +4.9% | -0.7% | +5.6% | +0.6% |
| 3Y | -7.4% | -69.3% | +62.0% | -2.5% |
| 5Y | -29.8% | -76.7% | +46.9% | -25.8% |
| All | -29.8% | -77.4% | +47.6% | -25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded ENPH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling